Neurogene (NasdaqGM:NGNE) 2026 Conference February 12, 2026 09:00 AM ET Company ParticipantsChristine Mikail - President and CFOConference Call ParticipantsDebjit - Therapeutic AnalystDebjitMorning. Thank you for joining Guggenheim's 2026 Emerging Outlook Biotech Summit. I'm Debjit, one of the therapeutic analysts, and my next presenting company is Neurogene. From Neurogene, we have Christine Mikail, President and CFO.Christine MikailGood morning.DebjitThank you for joining us.Christine MikailGood morning, ...

Financial Data and Key Metrics Changes - Adjusted revenue for full year 2025 was $3.04 billion, down 4.2% from $3.18 billion in 2024 [13] - Adjusted EBITDA for the year was $164 million, compared to $124 million in 2024, with an adjusted EBITDA margin of 5.4%, up 150 basis points year-over-year [14][15] - Adjusted free cash flow was -$130 million for the year, with Q4 adjusted free cash flow at positive $28 million [18][19] Business Line Data and Key Metrics Changes - Government segment adjusted revenue was down 6.3% at $922 million, but grew 1.8% in Q4 year-over-year [16] - Transportation segment adjusted revenue was $609 million for the year, an increase of 3.9%, with adjusted EBITDA margin at 3%, up 300 basis points versus 2024 [17] - Commercial segment adjusted revenue was $1.5 billion, down 5.9% compared to 2024, with adjusted EBITDA margin at 10.2%, down 30 basis points year-over-year [15][16] Market Data and Key Metrics Changes - New business annual contract value (ACV) signed in Q4 was $152 million, up 11% versus Q4 2024, with full year 2025 new business ACV at $517 million, up 6% versus 2024 [11] - Government segment new business ACV was up 50%, and transportation segment was up 14% versus 2024 [11] - Qualified ACV pipeline stands at $3.2 billion, up 4% year-over-year, driven by a 29% increase in the government segment [12][13] Company Strategy and Development Direction - The company aims for consistent year-over-year revenue and EBITDA growth, supported by strong free cash flow generation [5] - Key priorities include faster decision-making, financial discipline, lowering cost structure, rationalizing the portfolio, and improving conversion rates of the ACV pipeline [7][9] - The company is focused on organic revenue growth and will categorize businesses as fix, sell, or grow [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the current environment as a turnaround story, emphasizing transparency and accountability [6][20] - The company is committed to improving operational efficiency and capital allocation to enhance margins and free cash flow [8][19] - Management expects to provide a more detailed update on financial performance and strategic initiatives in the upcoming Q1 call [20] Other Important Information - The company plans to host an Analyst Day in New York City to discuss strategy and execution plans [6] - Unallocated costs decreased by 10.2% versus 2024, driven by cost efficiency programs [18] Q&A Session Summary Question: Metrics for evaluating business units for fix, sell, or grow decisions - Management will consider growth metrics, predictable EBITDA margins, capital allocation needs, and competitive moats when evaluating business units [24][25] Question: Philosophy on maintaining business units with operational overlaps - The company will focus on core competencies and avoid being everything to everyone, emphasizing a disciplined approach to service offerings [29][33] Question: Evidence of revamped go-to-market strategy impacting commercial performance - While there is momentum in public sector businesses, commercial segment growth is still a work in progress, with expectations for improvement in 2027 [41][42] Question: Exposure to AI disruptors and technology threats - Approximately 15%-20% of the business may be exposed to AI disruptors, with a focus on partnering with technology firms to enhance capabilities [62] Question: Free cash flow expectations for 2026 - Management is focused on improving free cash flow and expects to provide more precise goals in future updates [71] Question: Status of portfolio rationalization - Portfolio rationalization is a high priority, with ongoing reviews and potential opportunities being explored [73]

Fourth Quarter and Full Year 2025 Earnings February 12, 2026 © 2026 Sylvamo Corporation. All rights reserved. 1 Cautionary statement concerning forward-looking statements 2 This presentation contains information that includes or is based upon forward-looking statements. Forward-looking statements forecast or state expectations concerning future events. These statements often can be identified by the fact that they do not relate strictly to historical or current facts. They typically use words such as "antic ...

BGC GROUP, INC. NASDAQ: BGC EARNINGS PRESENTATION Q4 2025 DISCLAIMER DISCUSSION OF FORWARD-LOOKING STATEMENTS ABOUT BGC Statements in this document regarding BGC that are not historical facts are "forward-looking statements" that involve risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements. These include statements about the Company's business, results, financial position, liquidity and outlook, which may constitute forward-looking statem ...

February 12, 2026 Earnings Conference Call Fourth Quarter 2025 Cautionary Statements Regarding Forward-Looking Information This presentation contains certain forward-looking statements within the meaning of federal securities laws that are subject to risks and uncertainties. Words such as "could," "may," "expects," "anticipates," "will," "targets," "goals," "projects," "intends," "plans," "believes," "seeks," "estimates," "predicts," "should," and variations on such words, and similar expressions that refle ...

Genesis Energy, L.P. 4Q 2025 Earnings Supplement February 12, 2026 2.60 1.80 2.15 3.30 3.75 5.10 4.50 - logo 0.15 0.15 5.10 Forward-Looking Statements This presentation includes forward-looking statements as defined under federal law. Although we believe that our expectations are based upon reasonable assumptions, we can give no assurance that our goals will be achieved. Actual results may vary materially. All statements, other than statements of historical facts, included in this press release that address ...

Pilgrim's Pride (NasdaqGS:PPC) Q4 2025 Earnings call February 12, 2026 09:00 AM ET Speaker6Good morning, and welcome to the fourth quarter and fiscal year 2025 Pilgrim's Pride earnings conference call and webcast. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. At the company's request, this call is being recorded. Please note that the slides referenced during today's call are available for download fr ...

Q4 2025 - EARNINGS CONFERENCE CALL February 12, 2026 Conference Call Dial-in numbers: (800) 343-5172 (domestic) (203) 518-9856 (international) Conference code: CWQ425 1 | January 8, 2026 | Proprietary | © 2025 Curtiss-Wright SAFE HARBOR STATEMENT STRONG Q4 & RECORD 2025 PERFORMANCE PROVIDE MOMENTUM INTO 2026 Fourth Quarter 2025 Highlights Full Year 2025 Highlights Please note that the information provided in this presentation is accurate as of the date of the original presentation. The presentation will rem ...

Earnings Call Presentation Fourth Quarter 2025 February 12, 2026 10:00 am ET • By phone: 877-407-6184 in the US or 201-389-0877 internationally • A live webcast of the call will be available and archived on the investor relations section of the Company's website at investor.ipgphotonics.com Q4'25 Summary $274M Revenue $41M Adj. EBITDA $0.46 Adj. EPS © 2025 IPG PHOTONICS Note Regarding Forward Looking Statements and Use of Non-GAAP Financials Information and statements provided by IPG and its employees, incl ...

Financial Data and Key Metrics Changes - The company achieved fourth quarter 2025 operating earnings of $1.19 per share, bringing full year 2025 operating earnings to $5.97 per share, exceeding the top end of the guidance range [7][19] - Total shareholder return for 2025 was 29%, one of the highest in the industry [7] - The company reaffirmed its 2026 full-year operating earnings guidance range of $6.15-$6.45 per share and a long-term earnings growth rate of 7%-9% for 2026-2030, with an expected 9% CAGR [8][9] Business Line Data and Key Metrics Changes - Retail sales grew 7.5% in 2025 compared to 2024, driven by significant commercial and industrial sales growth of nearly 10% [21] - The generation and marketing segment saw meaningful performance, driven by favorable energy margins and contract optimization [19] Market Data and Key Metrics Changes - The company reported total system sales exceeding 200 million MWh for the first time in its history, highlighting historic load growth [20] - The company now has 56 gigawatts of firm incremental contracted load additions, doubling the previous figure of 28 gigawatts [10][22] Company Strategy and Development Direction - The company is focused on significant infrastructure investment to meet unprecedented customer demand across its 11-state regulated service territory [4][5] - AEP is deepening engagement with customers, regulators, and suppliers to align long-term goals and achieve favorable outcomes [5] - The company is exploring generation solutions, including small modular reactors and fuel cells, to support growing demand [11][12] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of scale in mitigating supply chain risks and ensuring resources are available to meet demand [5] - The company is committed to maintaining a healthy balance sheet, with an FFO to debt target of 14%-15% [29] - Management expressed confidence in the execution of their robust plan and the ability to capitalize on unprecedented growth opportunities [30] Other Important Information - The company has a $72 billion five-year capital plan, with an additional $5-$8 billion of confirmed or endorsed projects identified beyond the base plan [26] - Legislative and regulatory accomplishments in 2025 included the passage of legislation that reduces regulatory lag in several states [15] Q&A Session Summary Question: Can you provide insight on the impact of the doubled signed contract load on CAGR? - Management indicated that the $72 billion capital plan does not include the incremental load growth and will provide more definitive ideas on financing and growth rate in future calls [36] Question: What is the level of confidence in the ESAs given recent project pullbacks? - Management expressed confidence in the firm ESAs backed by financially secure counterparties and noted that local communities are generally supportive of economic development [42][44] Question: Can you provide details on the transmission projects and associated investments? - Management outlined approximately $5 billion associated with transmission projects, with specific amounts allocated to different regions [57] Question: How does the company view the potential for permitting reform? - Management is actively engaged with Senate partners to advocate for permitting reform to accelerate infrastructure development [112]